Txt questions to Sarah Grace 415-505-8112

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I help clients understand, manage, and optimize their financial well being.

I am an estate planning attorney who helps huggable clients preserve, promote and protect their legacies.

My role is to learn about your goals for charitable giving and to help find the best tools to meet your objectives while strengthening Oregon though philanthropy.

We define "huggable" as clients who are warm, caring and put their families first.

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A somewhat finer point: the C Corp is not double taxed. However, its shareholders will be taxed on dividends in most cases.

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https://bit.ly/ChoosingaCharitableLLC

Here is a link to the “Grasshopper Cheat Sheet for Business Legal Structures”:https://tinyurl.com/GrasshopperCheatSheet

Thank you Eden Rose!

What organizations and/or issue areas do you support personally or through your business?

What sorts of causes have you supported in the past? Do you currently have a charitable routine? Would you say your motivation for charity is driven by cause or tax savings? Would you prefer to leave your wealth to your family, charities, or both?

Would you like to involve your family in the giving process? What's been the most meaningful gift you've made? Who is involved in the decision making process?

What are your plans for the future and your charitable interest? Is there a plan to include your family is the gifting strategy?

thank you Cari, really enjoyed your presentation!

My pleasure!